Sponsored Education Online: What Financial Professionals Need to
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
* You must participate in the live event to get the PACE, CPE and CFP credit.
The Lifeline Program continues to educate baby boomers, seniors, their families and industry professionals on life settlements as a financial option. In this program, financial professionals who assess the needs of clients and develop strategies on investments, insurance, taxes, retirement, and estate planning will learn how life settlements work and why understanding the role they play in retirement and estate planning can increase assets under management for advisors and in turn, increase client retention.
A 2012 study performed by ICR uncovered that 79 percent of baby boomers and seniors surveyed believe financial advisors and insurance agents are responsible for discussing life settlements with clients. Many financial professionals are familiar with Life Settlements but lack the essential knowledge to enter the "comfort phase" of the conversation. For more information on the life-changing solution offered through life settlements, call 1-800-282-BETTY or visit www.thelifeline.com.
Attendees will Learn:
Snow Inocencio is senior account manager, Market Development & Branding, with The Lifeline Program. With more than 22 years of experience in the financial service industry, Snow evaluates the procurement of life insurance policies on the secondary market. She negotiates prices and reviews industry documents such as illustrations, trusts and premium financing loans. She also researches liens or judgments against proposed policies for sale and ensures clear title to the policy. Snow promotes and leads P3 seminars for insurance agents and financial professionals about the life settlement process. Additionally, she educates consumers about their rights to selling an existing unwanted life insurance policy through direct consumer marketing campaigns. She is an active member of Lifeline's anti-fraud committee and LISA.